Secure Client Portal

To protect the privacy of our clients in accordance with IRS Regulations, we are unable to send tax information via email or fax. All tax information sent in electronic form is completed using our Secure Client Portal. Our Portal is a safe, secure way to send and receive files.

We automatically create an account for all of our clients. If you need assistance with logging into your account, please contact our office at 903.561.5859 and ask for Andrea Holcek or Chad Maddux.

Third Party Disclosure

In order to disclose tax information to a third party, we must have your prior express written consent on file. To download a copy of the Consent Form, please click here. Once we received your completed written request, we will forward the requested documentation to the authorized third party.

Acrobat Reader is required to view the Authorization Form. A free download is available at adobe.com.